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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,669 | $94,529-39.0% | $140,019-58.8% | $64,173-10.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.52% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,242 | $3,812+11.3% | $5,605-24.3% | $2,381+78.2% |
| Participant deferral / active EE | $5,225 | $5,250-0.5% | $6,927-24.6% | $3,470+50.6% |
| Admin fee / account holder | $11,557 | $6,741+71.4% | $10,705+8.0% | $4,887+136.5% |